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Career history of Rick Vollaro
Former positions of Rick Vollaro
Companies | Position | Start | End |
---|---|---|---|
Waypoint Consulting, Inc. (US)
![]() Waypoint Consulting, Inc. (US) Investment ManagersFinance Pinnacle Advisory Group Inc. (Pinnacle) is a wealth management firm and registered investment advisor headquartered in Columbia, Maryland. The firm was founded in 1993 by John Hill, Ken Solow and Dwight Mikulis. They are a subsidiary of Congress Wealth Management LLC. Pinnacle provides financial planning and continuous investment management for affluent individual clients and a small number of institutional clients. | Chief Investment Officer | 31/12/2012 | - |
Trading-Equity | 31/12/1999 | 31/12/2012 | |
Head of Private Banking | 31/12/2012 | - | |
Market Strategist | 31/12/2020 | - |
Training of Rick Vollaro
Fairfield University | Undergraduate Degree |
Statistics
International
United States | 3 |
Operational
Chief Investment Officer | 1 |
Trading-Equity | 1 |
Head of Private Banking | 1 |
Sectoral
Finance | 2 |
Consumer Services | 2 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
Private companies | 1 |
---|---|
Waypoint Consulting, Inc. (US)
![]() Waypoint Consulting, Inc. (US) Investment ManagersFinance Pinnacle Advisory Group Inc. (Pinnacle) is a wealth management firm and registered investment advisor headquartered in Columbia, Maryland. The firm was founded in 1993 by John Hill, Ken Solow and Dwight Mikulis. They are a subsidiary of Congress Wealth Management LLC. Pinnacle provides financial planning and continuous investment management for affluent individual clients and a small number of institutional clients. | Finance |
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